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+0.14%
Today
+0.69%
This Month
-0.75%
Year To Date
+139.11%
2 Years
+139.11%
5 Years
+64.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading91.84%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE22.05%
- 🇬🇧 LSE21.87%
- 🇺🇸 Nasdaq18.26%
- 🇫🇷 Euronext Paris4.67%
- 🇩🇪 FRA3.66%
- 🇳🇱 Euronext Amsterdam2.79%
- 🇮🇹 Borsa Italiana2.75%
- 🇸🇪 Stockholm Stock Exchange1.55%
- 🇨🇭 SIX1.38%
- 🌍 Digital Currency1.3%
- 🇳🇴 Oslo Stock Exchange1.21%
- 🇭🇰 Hong Kong Exchanges0.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.9%
- 🇬🇧 United Kingdom29.69%
- 🇫🇷 France4.67%
- 🇩🇪 Germany3.66%
- 🇳🇱 Netherlands2.79%
- 🇮🇹 Italy2.75%
- 🇫🇮 Finland1.55%
- 🇨🇭 Switzerland1.38%
- 🇧🇷 Brazil1.35%
- 🇳🇴 Norway1.21%
- 🇨🇳 China0.48%
- 🇸🇬 Singapore0.19%
- 🇸🇪 Sweden0.03%
Dividends
Dividend Yield
3.01%
4 out of 4 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: mick_repo (5.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 mick_repo | 1.72% | 5.92% | - |
 triangulacapital | 0.97% | 4.7% | - |
 nimesh10x | 0.16% | 0.8% | - |
 thomaspj | 0.16% | 0.73% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DIS (nimesh10x) | Pay Day | Jul 23, 2025 | $0.50 |
 LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
 GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
 WKP.L (mick_repo) | Pay Day | Aug 1, 2025 | $0.26 |
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 TGT (nimesh10x) | Ex-Dividend | Aug 13, 2025 | $1.14 |
 MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
 GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
TGT (nimesh10x) | Pay Day | Sep 1, 2025 | $1.14 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
Performance Metrics
Score 7.9/10
Beta
1.89
1.89
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
3.15
3.15
0
1
2
4
4
Jensen's Alpha
21.87
21.87
-2
0
2
22
22
Omega Ratio
2.06
2.06
0
1
1.5
3
3
Treynor Ratio
2.54
2.54
0
0.75
1.25
3
3
Information Ratio
0.92
0.92
0
0.3
0.6
1
1
Calmar Ratio
3.4
3.4
0
0.3
0.6
4
4
Beta
1.89
1.89
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
3.15
3.15
0
1
2
4
4
Jensen's Alpha
21.87
21.87
-2
0
2
22
22
Omega Ratio
2.06
2.06
0
1
1.5
3
3
Treynor Ratio
2.54
2.54
0
0.75
1.25
3
3
Information Ratio
0.92
0.92
0
0.3
0.6
1
1
Calmar Ratio
3.4
3.4
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.01% | Dec 2024 | - | 8 |
-14.02% | Jun 2024 | Oct 2024 | 4 |
-13.38% | Apr 2024 | May 2024 | 1 |